Based on U.S. Department of Labor Form 5500 filings (plan years 2022–2024), 10 U.S. retirement plans report holding Fidelity Balanced Fund K in their Schedule of Assets, totaling $124.3M in parsed positions. Matched on the normalized security name across each plan’s latest filing and ranked by position size.
| # | Sponsor / Plan | Location | Participants | Plan assets (EOY) | Position |
|---|---|---|---|---|---|
| 1 | GENERAL RE CORPORATION EMPLOYEE SAVINGS AND STOCK OWNERSHIP PLAN OF GENERAL RE CORP AND ITS DOMESTIC SUBSIDIARIES | STAMFORD CT | 1,085 | $1.6B | $105.5M |
| 2 | SABIN METAL CORPORATION SABIN METAL CORPORATION 401(K) SAVINGS PLAN | EAST HAMPTON NY | 256 | $38.4M | $10.6M |
| 3 | THE JOHN GORE ORGANIZATION, INC. |
NEW YORK NY |
| 263 |
| $43.9M |
| $2.8M |
| 4 | SK HYNIX MEMORY SOLUTIONS AMERICA INC. SK HYNIX MEMORY SOLUTIONS AMERICA INC. 401K PLAN | SAN JOSE CA | 259 | $107.8M | $2.6M |
| 5 | EXPORT PACKAGING CO., INC. EXPORT PACKAGING CO., INC. RETIREMENT SAVINGS PLAN | MOLINE IL | 922 | $36.0M | $1.4M |
| 6 | SEADRILL AMERICAS INC. SEADRILL AMERICAS INC. 401(K) RETIREMENT SAVINGS PLAN | HOUSTON TX | 643 | $146.6M | $1.0M |
| 7 | TOTAL PLASTIC SOLUTIONS, LLC TOTAL PLASTIC SOLUTIONS, LLC RETIREMENT PLAN | LYNCHBURG VA | 193 | $7.6M | $239K |
| 8 | LYTEN, INC. LYTEN INC 401(K) PLAN | SAN JOSE CA | 319 | $16.2M | $75K |
| 9 | GRAND HOMES ORGANIZATION, LLC GRAND HOMES ORGANIZATION, LLC 401(K) PLAN | ADDISON TX | 195 | $15.3M | $70K |
| 10 | WALLIS BANK WALLIS BANK 401(K) RETIREMENT PLAN | HOUSTON TX | 196 | $15.0M | $48K |
